List Box Text Description

These tables list each column name as it is displayed in the report output columns lists in SimplyReports and provides the description.

These tables provide descriptions of the column names that appear in SimplyReports report output columns lists.

Purchase Order Columns Descriptions

The following table provides a description of the report output columns lists for purchase orders. For database information about the List Box Text, see Purchase Order Columns.

List Box Text	Description
Original purchase order number	The original number assigned to the purchase order. This field is only populated if the purchase order number is changed after it is released.
Original purchase order number suffix	The original suffix assigned to the purchase order. This field is only populated if the purchase order suffix is changed after it is released.
Purchase order creation date	Date the purchase order was created.
Purchase order creator name	Polaris staff user who created the purchase order.
Purchase order external ID	The external financial system ID from the purchase order General or Details view.
Purchase order ID	Polaris purchase order ID.
Purchase order line amount	The Amount column for the purchase order line item from the line items table in the purchase order.
Purchase order header discount rate	The discount rate applied from the Charges view of the purchase order.
Purchase order header exchange rate	The exchange rate applied to the order. This rate is applied when the purchase order's linked supplier record is configured to use a different currency than the library.
Purchase order line item note	The instructions to supplier note field from the purchase order line item.
Purchase order line item public note	The public note field from the purchase order line item.
Purchase order line non-public note	The non-public note field from the purchase order line item.
Purchase order line number	The line number assigned to the purchase order line item in the line items table of the purchase order.
Purchase order line rental return date	The rental return date field from the Instructions to Supplier view of the purchase order line.
Purchase order line status	The Status of the purchase order line item.
Purchase order modification date	Date the purchase order was last modified.
Purchase order modifier name	Polaris staff user who last modified the purchase order.
Purchase order number	The number assigned to the purchase order.
Purchase order number of lines	The total number of lines included in the purchase order. (The number of linked purchase order line items).
Purchase order suffix	The suffix assigned to the purchase order.
Purchase order type	The type of purchase order (for example, Firm Order, Standing Order, Gift).
Purchase order organization abbreviation	The abbreviation for the organization that owns the purchase order (ordered at location).
Purchase order organization name	The name of the organization that owns the purchase order (ordered at location).
Purchase order payment method	The payment method assigned to the purchase order (for example, Purchase, Depository Agreement).
Purchase order plan name	The plan notes field on the General or Details view of the purchase order.
Purchase order release date	The date the purchase order was released in Polaris.
Purchase order rental return date	The rental return date field from the General or Details view of the purchase order.
Purchase order ship date	The do not ship before date field from the Instructions to Supplier view of the purchase order.
Purchase order shipping method	The shipping method from the Instructions to Supplier view of the purchase order.
Purchase order status	The current Status of the purchase order.
Purchase order status date	The date the purchase order status changed to the current status.

Purchase Order Columns for Order Summary Reports Only Descriptions

The following table provides a description of the report output columns lists for purchase order summary reports. For database information about the List Box Text, see Purchase Order Columns for Order Summary Reports Only.

List Box Text	Description
Sum segment binding charge	The sum of the BINDING FORMAT charge fields from the Charges view of the purchase order Line Item Segments table.
Sum segment cataloging service charges	The sum of the CATALOGING service charge fields from the Charges view of the purchase order Line Item Segments table.
Sum segment grand total	The sum of the TOTAL fields from the Totals view of the purchase order Line Item Segments table. Includes the cost of materials, charges, and sales tax for the segment.
Sum segment other charges	The sum of the other charge fields from the Charges view of the purchase order Line Item Segments table. Note: This field description may be customized for your library in Polaris Administration (staff client).
Sum segment quantity ordered	The sum of the QUANTITY fields from the Orders view of the purchase order Line Item Segments table.
Sum segment quantity received	The sum of the quantity of copies ordered that have been received for the purchase order Line Item Segment. Note: If any segments were partially received, this value will be greater than 0, but less than the quantity ordered.
Sum segment service charges	The sum of the SERVICE charge fields from the Charges view of the purchase order Line Item Segments table.
Sum segment shipping charges	The sum of the SHIPPING charge fields from the Charges view of the purchase order Line Item Segments table.
Sum purchase order header cat serv charge	The sum of the header charges on the purchase order with a charge type of cataloging services.
Sum purchase order header discount rate	The sum of the Discount Rate applied fields from the Charges view of the purchase order.
Sum purchase order header grand total	The sum of all header changes on the purchase order (all charge types).
Sum purchase order header sales tax 1	The sum of the sales tax fields applied from the Charges view of the purchase order.
Sum purchase order header service charges	The sum of the header charges on the purchase order with a CHARGE TYPE of "Service".
Sum purchase order header shipping charge	The sum of the header charges on the purchase order with a CHARGE TYPE of "Shipping".
Sum purchase order header special hand charges	The sum of the header charges on the purchase order with a CHARGE TYPE of "Special handling".
Sum purchase order number of lines	The count of all purchase order lines.
Sum purchase order quantity cancelled	The count of purchase order lines with a Status of "Cancelled".
Sum purchase order quantity claimed	The count of purchase order lines with a Status of "Claimed".
Sum purchase order quantity invoiced	The count of purchase order lines that have been invoiced (from Invoiced column on the purchase order lines table in the purchase order).
Sum purchase order quantity ordered	The count of purchase order lines that have been ordered (from ORDERED column on the purchase order lines table of the purchase order).
Sum purchase order quantity received	The count of purchase order lines that have been received (from RECEIVED column on the purchase order lines table of the purchase order).
Sum segment amount encumbered	Represents the aggregated total field from the Totals view of the purchase order line item segments table for segments that have been Released (Funds Encumbered). This value is set to 0 when the segment has been Invoiced and Paid (Funds Expended).
Sum segment amount expended	Represents the aggregated total field from the Totals view of the purchase order line item segments table for segments that have been Invoiced and Paid (Funds Expended). Note: If a segment was partially paid, the system splits the unpaid QTY into a new line item segment.